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Altria Group

1,850 hedge funds and large institutions have $50.6B invested in Altria Group in 2021 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 633 increasing their positions, 682 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 273 | Existing positions closed: 103

9% more funds holding

Funds holding: 1,7051,850 (+145)

3% more call options, than puts

Call options by funds: $628M | Put options by funds: $612M

2% more capital invested

Capital invested by funds: $49.4B → $50.6B (+$1.16B)

0.61% less ownership

Funds ownership: 58.97%58.35% (-0.61%)

7% less repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 682

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
1,850
Holders Change
+145
Holders Change %
+8.5%
% of All Funds
28.47%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.26%
New
273
Increased
633
Reduced
682
Closed
103
Calls
$628M
Puts
$612M
Net Calls
+$16.5M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1476
Mezzasalma Advisors
New Jersey
$241K -$61.5K -1,342 -21%
ZIG
1477
Zullo Investment Group
Pennsylvania
$240K +$232K +5,061 New
KAM
1478
KEB Asset Management
Illinois
$240K +$232K +5,064 New
RWA
1479
Redhawk Wealth Advisors
Minnesota
$240K +$232K +5,069 New
MPI
1480
Mairs & Power Inc
Minnesota
$238K +$92 +2 +0%
CA
1481
Carson Advisory
Georgia
$238K +$230K +5,014 New
WIP
1482
WealthCare Investment Partners
Rhode Island
$238K +$230K +5,024 New
NEWAS
1483
N.E.W. Advisory Services
Wisconsin
$237K -$3.62K -79 -2%
FI
1484
Fosun International
China
$237K
GWM
1485
Greenhouse Wealth Management
Connecticut
$237K
GF
1486
Gries Financial
Ohio
$237K
AR
1487
Apeiron RIA
Texas
$237K +$229K +5,000 New
VCM
1488
Vigilant Capital Management
Maine
$236K +$192K +4,185 +521%
WPIC
1489
White Pine Investment Company
Michigan
$235K -$26.8K -584 -11%
KWM
1490
Kolinsky Wealth Management
New Jersey
$235K +$228K +4,967 New
CC
1491
Courier Capital
New York
$234K
BWM
1492
BerganKDV Wealth Management
Minnesota
$233K +$142K +3,099 +170%
MYLI
1493
Meiji Yasuda Life Insurance
Japan
$233K +$225K +4,907 New
B
1494
Bellecapital
Switzerland
$232K
HFM
1495
Harvest Fund Management
China
$232K +$34.5K +753 +18%
MRCM
1496
M&R Capital Management
New Jersey
$232K +$121K +2,633 +116%
MWM
1497
Merriman Wealth Management
Washington
$231K -$335K -7,306 -60%
SCG
1498
Sonata Capital Group
Washington
$231K
SWM
1499
Selective Wealth Management
Virginia
$230K -$9.16K -200 -4%
SWM
1500
Sculati Wealth Management
Michigan
$229K

MO Hedge Fund Activity: Q4 2021 in Review

1,850 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2021, worth a combined $50.6B — up 2.3% from $49.4B a quarter earlier.

Buyers outnumbered sellers: 273 funds opened new MO positions and 103 closed out — a net gain of 170 holders — while 633 added to existing stakes and 682 trimmed.

The largest buyer was GQG Partners, adding an estimated $420M. The largest seller was Capital World Investors, cutting an estimated $604M.

  • 1,850 institutional investors held Altria Group (MO) as of Q4 2021, up from 1,705 in Q3 2021.
  • Funds reported $50.6B of Altria Group stock for Q4 2021, up 2.3% quarter-over-quarter.
  • 273 funds opened new Altria Group positions in Q4 2021 and 103 closed out, a net change of +170 holders.
  • The largest Altria Group buyer in Q4 2021 was GQG Partners, an estimated $420M added.
  • The largest Altria Group seller in Q4 2021 was Capital World Investors, an estimated $604M sold.

Based on aggregated 13F filings for Q4 2021.